Virginia Wealth Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
54,599
-213
| -0.4% | -$19.6K | 3.05% | 9 |
|
|
2025
Q1 | $5.04M | Sell |
54,812
-2,267
| -4% | -$208K | 3.11% | 7 |
|
|
2024
Q4 | $4.7M | Buy |
57,079
+320
| +0.6% | +$26.3K | 2.91% | 11 |
|
|
2024
Q3 | $5.12M | Buy |
56,759
+11,338
| +25% | +$1.02M | 3.21% | 5 |
|
|
2024
Q2 | $3.52M | Sell |
45,421
-313
| -0.7% | -$24.3K | 2.89% | 6 |
|
|
2024
Q1 | $3.28M | Buy |
45,734
+3,954
| +9% | +$284K | 2.68% | 9 |
|
|
2023
Q4 | $2.93M | Sell |
41,780
-20,194
| -33% | -$1.42M | 2.56% | 18 |
|
|
2023
Q3 | $4.01M | Buy |
61,974
+633
| +1% | +$41K | 2.71% | 8 |
|
|
2023
Q2 | $4.31M | Sell |
61,341
-409
| -0.7% | -$28.7K | 2.96% | 5 |
|
|
2023
Q1 | $4.3M | Buy |
61,750
+1,050
| +2% | +$73.1K | 2.95% | 5 |
|
|
2022
Q4 | $4.33M | Buy |
60,700
+1,871
| +3% | +$134K | 3% | 4 |
|
|
2022
Q3 | $4M | Buy |
58,829
+16,985
| +41% | +$1.15M | 2.98% | 4 |
|
|
2022
Q2 | $2.98M | Sell |
41,844
-130
| -0.3% | -$9.27K | 2.87% | 4 |
|
|
2022
Q1 | $3.16M | Buy |
41,974
+1,702
| +4% | +$128K | 2.83% | 5 |
|
|
2021
Q4 | $2.76M | Buy |
+40,272
| New | +$2.76M | 2.49% | 13 |
|